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MARTECH MINUTES: Top 10 Trends Impacting Marketing in 2024
Today's marketing landscape is increasingly complex and competitive. However, with proper foresight, marketing professionals can confidently navigate this landscape and engage customers effectively.
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
STANDARD DEVIATIONS PODCAST: Anthony Damtsis – Growing Your Wealth Confidence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Anthony Damtsis.
Anthony Damtsis is Deputy Head of Behavioral Finance at...
REAL CLEAR CRYPTO: Tips on How to Avoid Crypto Scams
Crypto offers avenues for financial growth & innovation, but also comes with risks. To protect yourself & your investments, it's essential to exercise caution, conduct thorough research & seek professional guidance.
INTELLIGENCE FOR GROWTH: How AI Can Make Private Markets Investing Easy
The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.
TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness...
BOULDER, Colo. and NEW YORK and SAN MATEO, Calif., Jan. 4, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management,...
The Taylor Market Report (1/2/24)
I can take a very broad stroke at the year ahead. The equity market will not go up 25% again. There are WAY too many bullish (and invested) people out in investing land.
DWN Publisher Notes For 1/3/23
Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index. There's no doubt in our minds that AI is THE future of digital wealth! READ UP!
MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech
Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.
2023-Decentralized Diaries, A Look Back, Part 2
What would the crypto regulatory landscape look like in 2024?
No one knows, with the world spinning in several directions! Meanwhile, as we look back...